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Succession Planning

How much is your business worth?

If you’re asking yourself that question, you are probably contemplating a major change in your professional life — a change that may mean transferring ownership to a partner or employee, merging with a larger firm or acquiring one of equal or smaller size. How do you determine your practice’s worth, continue to increase it's value and evaluate potential suitors?

At Exemplar Financial Network we have the expertise to give you the objective third-party evaluation you need.  We’ll analyze your cash flow, business model and expenses along with data from recent transactions to give you the answers you are looking for. Our experienced and dedicated team will take into account AUM, revenue diversification, product offerings, client base, business history and help you make the best possible financial arrangement.


Get the bottom line on Exemplar with our Fast Facts.

Fast Facts

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY. 

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